This documentation refers to PhraseExpress v16 beta. The documentation for current v15 is available here.

External Data

PhraseExpress can extract data from a variety of sources, such as Microsoft Outlook, text files, CSV, XLS or XML values for use in PhraseExpress:

MS Outlook Add-In

The Microsoft Outlook Add-In is optionally installed with the regular PhraseExpress program installation and can extract from the email currently selected in the Outlook inbox:

  • Emails sender's first and last name, title, the gender and email address
  • Recipient's email address
  • The email subject
  • Body text of the email

This information can be used with additional macro functions to create powerful functions:

  • Reply with a custom email template depending on any of above extracted information.
  • Reply with a personalized saluation with the sender's name.
  • Automatically show phrases depending on the body text contents. E.g. Show sales related phrases if the email asks for marketing information.

The Add-In can solely extract this data from the currently selected email in the inbox.

The title and name are extracted by analyzing the email body and works best for business emails with standardized layout. Gender is detected based on a first name database. Both is not 100% accurate.

Installation

  1. Exit Microsoft Outlook.
  2. Download and install the regular PhraseExpress client. This installation file includes the Outlook Add-In.
  3. Follow the on-screen instruction and make sure to have the Outlook Add-In checkbox checked:



    If the option is missing, PhraseExpress could not find a local Outlook installation. The add-in does not work with the online version of Microsoft Office.
  4. If you do not have the sample phrases, download the sample phrase file!

The Add-In is launched automatically with the PhraseExpress client and doesn't need any configuration.

Microsoft Windows limits the installation of Outlook Add-Ins to the user account used during the installation. The Add-In is not available for other user accounts on that computer .

To install the Add-In for all users:
  1. Exit Microsoft Outlook.
  2. Install PhraseExpress (including enabled Outlook Add-In option).
  3. Launch Microsoft Outlook with administrative right (Right-click program icon and select "Launch as admin").
  4. Install the PhraseExpress Outlook Add-In in Microsoft Outlook with the standard option ("File » Options » Manage » Add-Ins » Go » Add").
  5. Select the PhraseExpress Outlook Add-In file "pexmsol.dll" in the PhraseExpress program folder (default: "C:\Programme(x86)\PhraseExpress").

Getting started

If you have loaded the sample phrases, you can immediately start using the Add-In:

  1. Launch PhraseExpress and MS Outlook.
  2. Highlight any email in your Outlook inbox that is normally formatted (Opening, contents and complimentary close).
  3. Press "Reply" to reply to that email.
  4. Click the PhraseExpress task tray icon and select the desired personalized opening:

Alternatively, type "Dear" followed by space in the email reply. PhraseExpress offers you to auto-complete the name.

Gender Detection

This macro function tries to detect the sender's gender by checking his first name against a built-in list of first names.

GenderMacro function output
Name not found0
Female sender1
Male sender2
Both possible3

Embed file contents

This macro function inserts the entire content of the specified file into the phrase.

Supported file types:

File TypeFile Extension
Text files.TXT, .RTF, .HTM, .HTML, .DOC, .DOCX

Bitmap files

.BMP, .JPG, .PNG

This macro require a local Microsoft Word installation.

Insert file

This macro function copies the contents of the specified file into the clipboard and pastes the clipboard into the target application when inserting the phrase, that contains this macro function.

Microsoft Word or Excel files require a local installation of Microsoft Word or Excel.

Database query

This macro connects to a SQL or Microsoft Access database and outputs the specified query:

This macro function is used to extract data from a database source which is inserted within the phrase where the macro is used. To import an entire database as phrases into PhraseExpress, check out the database import feature instead.

System Requirements

Reading from 3rd party databases require specific drivers:

  • Microsoft Access: Microsoft Access Driver (*.mdb)" x86 ODBC driver (Download from Microsoft). To install the 32-bit version instead of 64-bit, use the command line parameter /passive.
  • Microsoft SQL: Microsoft SQL NativeClient (Download)
  • MySQL: LibMySQL.dll (Copy this file into the PhraseExpress program directory)
  • Firebird SQL: Firebird SQL ODBC driver (Download)

MS Excel cell contents

This macro function inserts a specified range of cells of a Microsoft Excel spreadsheet.

Video tutorial

You can define a range of cells by their start and end row/column coordinates. Multiple cells can optionally be separated with a separator text.

PhraseExpress uses column numbers instead of letter coordinates (so called "R1C1 reference style") to allow you to calculate cell coordinates with the calculation macro function.

To insert the entire spreadsheet instead of a range of cells, use this macro function.

This macro function requires a local Microsoft Excel installation.

Find MS Excel column

This macro function returns the column coordinate (beginning with 1) of the specified Microsoft Excel spreadsheet, that contains the specified search string.

This macro function requires a local Microsoft Excel installation.

Find MS Excel row

This macro function returns the row coordinate (beginning with 1) of the specified Microsoft Excel spreadsheet, that contains the specified search string.

This macro function requires a local Microsoft Excel installation.

CSV file values

This macro function inserts a specified values of a CSV file ("comma separated values).

You can define a range of values by their start and end row/column coordinates (starting with 1). Multiple cells can optionally be separated with a separator text.

XML value

This macro function inserts a XML file value, addressed by its xpath value (see Wikipedia).

This macro function can be used as a data bridge to external databases which can create an XML file.

PhraseExpress accepts files and URLs of XML files stored on a web server.

Name spaces are not supported for xpath qeuries.

Windows environment variable

This macro function inserts the specified Windows environment variable (see Wikipedia).

You can choose any from the default or custom environment variables.

ActiveDirectory variable

This macro function inserts the specified LDAP variable into the phrase.

This macro is useful e.g. for email signatures which are dynamically filled by the ActiveDirectory variables.

Language translation

PhraseExpress supports the DeepL online translation service to translate any provided text into a specified language.

Video tutorial

If no source language is specified, the translation algorithm analyzes the text to determine the language of the provided text.

In most cases, you probably nest macros into the source text input box, e.g. to insert the current clipboard content or to insert a variable.

Video Demo

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